Tax season can be overwhelming for CPA firms, with tight deadlines, high client demands, and a constant need to maximize billable hours. Join us for a one-hour webinar featuring a panel of CPA firm leaders who have transformed their tax season operations using Doc.It by IRIS and iChannel by IRIS. Hear real-world insights on how they streamlined workflows, reduced administrative bottlenecks, and increased their firms’ productivity and profitability. During this session, you’ll learn practical strategies for optimizing document management, enhancing collaboration, and unlocking the full potential of your billable hours—just in time for tax season.
Learning Objectives:
IRIS Global
Sales & Marketing Director
[email protected]
(888) 693-6248 Ext. 1
Kevin is the Director of Sales and Marketing at Doc.It by IRIS. He has helped accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow, PDF Editor, and web portal tools.
Cassell & Hendricks, CPA, PA
Certified Public Accountant
[email protected]
Branden holds both a Bachelor of Business Administration and a Master of Accounting from Florida Atlantic University. He began his tax accounting career with Cassell & Hendricks, CPA, PA in 2008, becoming a partner at the firm in 2014.
Cassell & Hendricks, CPA, PA is a small accounting firm located in upstate South Carolina, specializing in tax planning and compliance services for individuals and small businesses.
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IRIS Americas is part of IRIS Software Group. IRIS works with thousands of CPA firms including 52 of the top 100 CPA firms in the US and its payroll solutions for over 150,000 SMEs and 1m employees across the US and Canada. IRIS has more than 100,000 UK and international customers, with 80% having a tenure of five or more years. Its brands include IRIS Star Practice Management, IRIS FMP, IRIS Innervision, IRIS Practice Engine, Doc.It, PSI Payroll, AccountantsWorld, MyPay, and Conarc. To see how IRIS helps organizations get things right first time, every time, visit www.irisglobal.com or follow IRIS Software Group on LinkedIn, Twitter and Instagram.